Marcum Wealth, LLC International Business Machines Corp Transaction History

Marcum Wealth, LLC

$988 Million
Q2 2024

A detailed history of Marcum Wealth, LLC transactions in International Business Machines Corp stock. As of the latest transaction made, Marcum Wealth, LLC holds 9,013 shares of IBM stock, worth $1.94 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

9,013

Previous 8,941 0.81%

Holding current value

$1.94 Million

Previous $1.71 Million 8.73%

% of portfolio

0.16%

Previous 0.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	BUY	$164.43 - $190.9 $11,838 - $13,744	72 Added 0.81%	9,013 $1.56 Million
Q1 2024 Apr 10, 2024	BUY	$159.16 - $197.78 $395,035 - $490,889	2,482 Added 38.43%	8,941 $1.71 Million
Q4 2023 Jan 10, 2024	BUY	$136.38 - $164.71 $141,971 - $171,463	1,041 Added 19.21%	6,459 $1.06 Million
Q3 2023 Oct 10, 2023	BUY	$132.08 - $149.83 $1,717 - $1,947	13 Added 0.24%	5,418 $760,000
Q2 2023 Jul 13, 2023	SELL	$120.9 - $138.4 $32,159 - $36,814	-266 Reduced 4.69%	5,405 $723,000
Q1 2023 Apr 19, 2023	BUY	$123.28 - $145.87 $16,766 - $19,838	136 Added 2.46%	5,671 $743,000
Q4 2022 Jan 12, 2023	SELL	$117.75 - $150.62 $41,565 - $53,168	-353 Reduced 6.0%	5,535 $0
Q3 2022 Oct 11, 2022	BUY	$118.81 - $141.12 $102,651 - $121,927	864 Added 17.2%	5,888 $700,000
Q2 2022 Jul 14, 2022	BUY	$125.98 - $142.88 $43,463 - $49,293	345 Added 7.37%	5,024 $709,000
Q1 2022 Apr 20, 2022	SELL	$121.35 - $138.22 $210,784 - $240,088	-1,737 Reduced 27.07%	4,679 $608,000
Q4 2021 Feb 01, 2022	SELL	$115.81 - $138.25 $59,178 - $70,645	-511 Reduced 7.38%	6,416 $858,000
Q3 2021 Nov 08, 2021	BUY	$127.12 - $140.38 $29,491 - $32,568	232 Added 3.47%	6,927 $962,000
Q2 2021 Aug 10, 2021	SELL	$125.41 - $144.63 $152,749 - $176,159	-1,218 Reduced 15.39%	6,695 $981,000
Q1 2021 May 11, 2021	BUY	$113.37 - $130.38 $474,113 - $545,249	4,182 Added 112.09%	7,913 $1.05 Million
Q4 2020 Feb 09, 2021	BUY	$101.96 - $125.71 $81,262 - $100,190	797 Added 27.16%	3,731 $470,000
Q3 2020 Nov 09, 2020	SELL	$110.62 - $123.01 $50,332 - $55,969	-455 Reduced 13.43%	2,934 $357,000
Q2 2020 Aug 14, 2020	BUY	$100.52 - $129.78 $340,662 - $439,824	3,389 New	3,389 $409,000

Others Institutions Holding IBM

# of Institutions

3,021

Shares Held

543M

Call Options Held

12.7M

Put Options Held

9.88M

View Full List

About INTERNATIONAL BUSINESS MACHINES CORP

Ticker IBM
Exchange NYSE
Sector Technology
Industry Information Technology Services
Shares Outstandng 896,320,000
Market Cap $193B
Description
International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for bu...

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Marcum Wealth, LLC International Business Machines Corp Transaction History